Personal Banker

BOK Financial; Houston (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

BOK Financial is seeking a Personal Banker to provide exceptional client experiences and to advance through the Banking Navigator training program. You will support clients with accounts, loans, digital banking, and teller transactions while developing depth in financial products and services.

During the 9‑week training, you’ll receive guided onboarding and hands-on practice. The role emphasizes sales and service excellence, with potential relocation or training location changes as needed.

Qualifications

• Minimum 1+ years of sales or customer service experience.
• Knowledge of consumer financial products and services.
• Familiarity with banking operations and channels (in-person, phone, chat).
• Strong written and verbal communication with professional etiquette.

Responsibilities

• Deliver exceptional client experience to build and retain long-term relationships.
• Open a full range of retail products, including loan products, for clients.
• Educate clients about online banking, Bill Pay, E‑Statements, and mobile/ATM deposits.
• Resolve simple to moderate client issues while maintaining high service levels.
• Manage teller transactions and assist clients in meeting financial goals.
• Follow internal controls, policies, and regulatory requirements.
• Engage in coaching and self-improvement to enhance product knowledge and client relations.

Skills

Verbal communication

Written communication

Problem solving

Multi-tasking

Attention to detail

Consumer banking knowledge

Education

High school diploma or equivalent

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Job description

Summary

Are you ready to make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator program—a 9‑week training program designed to equip you with the skills, knowledge, and confidence to excel.

In our 9‑week Banking Navigator training program you'll receive hands‑on guidance from a dedicated success team. This comprehensive program includes virtual facilitation, self‑paced eLearning, on‑the‑job training, and skill‑application exercises. Upon graduation, you'll be fully prepared to thrive as a Personal Banker—knowledgeable, confident, and committed to delivering best‑in‑class service. Start your path to becoming a Personal Banker and help drive long‑term growth at BOK Financial. Your banking career begins here!

Please note: Your initial training schedule may differ from your regular hours, and you may train at a different location before being permanently assigned to your branch.

Job Description

The Personal Banker provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes. The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels.

During your first nine weeks of employment, you will participate in a comprehensive training program. Please note that the training schedule may differ from your regular work schedule, and you may be required to train at a different location before being permanently assigned to a branch.

Team Culture

We're passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding.

We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level.

We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination.

How You'll Spend Your Time

• You will be responsible for delivering exceptional client experience to build, expand, and retain long‑term client relationships. While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals.
• You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions.
• You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E‑Statements, and mobile and ATM deposit capabilities.
• You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
• You will provide a variety of teller transactions for clients (i.e., cash a check, process checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.
• You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations.
• You will participate in professional development through training, engaging in self‑improvement initiatives and skill‑building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.

• Working knowledge of consumer financial products and services
• Working knowledge of banking, retail sales operations and/or contact center operations including phone, email and chat support
• Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions
• Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation
• Problem‑solving and conflict resolution skills
• Ability to follow established standards and use judgment to determine when appropriate to elevate
• Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
• Working PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems
• Ability to complete multiple tasks at a time
• Excellent interpersonal skills including sales and client relations skills, both in‑person and via telephone
• Detail oriented, high degree of accuracy
• Ability to work in a fast‑paced environment & under pressure, as needed

Equal Employment Opportunity

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.